Coaching

Where do you turn for coaching? Who has the experience in the individual financial services world to the corporate benefit planning side of the business? What about legacy and retirement planning?

Mr. Solomon has worked with thousands of privately held companies and individual clients. In fact, he has personally sold over 2,500 individual life insurance policies over his career! Additionally, he has trained over 2,000 financial service professionals.

What type of coaching is required is different for each individual or partnership that reaches out to Mr. Solomon. But one thing is for sure: Mr. Solomon’s experience provides the basis for being a financial advisor’s “Coach”. Mr. Solomon is a diagnostic listener who gets to the root of your practice’s problems and challenges quickly.

Every coaching engagement is custom designed to maximize revenue and profitability within your practice.

One thing is for certain, Mr. Solomon’s experience provides the basis for becoming a financial advisor’s ‘coach’. Contact us at (949) 544-2500 to speak with Mr. Solomon.